MMI - search results

Harvest season is upon us, and we have a bumper crop of advisor tech headlines once again this week.  To get us...

RightCapital, a financial planning software provider, and PreciseFP, the client engagement and data gathering platform from Docupace, recently announced a bi-directional data integration partnership. A new Application...

Though the numbers showed a mixed picture of the American economy, the industry remained upbeat with lower unemployment. Bloomberg went on the offensive with a...

Crypto prices seemed to set off in one direction: south. That didn't dampen the enthusiasm of the diehard "cryptonians". The ride is a part of the...

Un-Magical Things... 2023 has been strange for the startup world; survival tactics focus on strategic partnerships, while others are low-value acquisitions to...

This was not a quiet week on the advisor side of fintech news.  I know, it feels like we find a way...

Gary Gensler continues his "rock-paper-scissors" game with the crypto space with the ARK Invest Bitcoin ETF delay and the XRP appeal. Sam Bankman-Fried is no...

This week in advisor tech headlines, we have a bevy of AI-infused briefs.  While the traditional wealth tech industry seemingly took a...

Are financial advisors unknowingly committing malpractice? How is our industry & profession changing? What can we learn from the medical field that will help...

Fairwell, Au Revoir, Adios, Auf Wiedersehen. Tech layoffs are slowing, but many companies are laying off most, if not all, of their...